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Schwab US Large-Cap Growth ETF

1,358 hedge funds and large institutions have $18.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 620 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 219201 (-18)

76% less capital invested

Capital invested by funds: $75.9B → $18.2B (-$57.6B)

117.57% less ownership

Funds ownership: 170.05%52.48% (-118%)

Holders
1,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
201
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$4.81M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$83.6M
3 +$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1 -$39.1B
2 -$54.9M
3 -$40.1M
4
OCM
One Capital Management
California
-$35.5M
5
Morgan Stanley
Morgan Stanley
New York
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
801
NBT Bank
New York
$672K
VCWA
802
Vanguard Capital Wealth Advisors
Colorado
$667K
SAM
803
Silvercrest Asset Management
New York
$661K
GCA
804
Genesee Capital Advisors
New York
$661K
Members Trust
805
Members Trust
Florida
$659K
LF
806
LifeSteps Financial
California
$656K
ZIM
807
Zacks Investment Management
Illinois
$655K
ZRP
808
Zynergy Retirement Planning
New Jersey
$655K
ABC
809
Associated Banc-Corp
Wisconsin
$653K
FWCM
810
Ferguson Wellman Capital Management
Oregon
$651K
SFC
811
Strategic Financial Concepts
Texas
$644K
PIN
812
Prudent Investors Network
California
$641K
DBIA
813
Dumont & Blake Investment Advisors
New Jersey
$637K
WA
814
WESPAC Advisors
California
$637K
RA
815
Ruggaard & Associates
Ohio
$633K
CSIC
816
Clifford Swan Investment Counsel
California
$633K
LFA
817
Legend Financial Advisors
Pennsylvania
$632K
CAM
818
Costello Asset Management
Pennsylvania
$631K
CAI
819
Capital Advisors Inc
Oklahoma
$631K
NWM
820
Napa Wealth Management
California
$630K
CGA
821
Crescent Grove Advisors
Illinois
$625K
FEM
822
Fulcrum Equity Management
Texas
$621K
LAIC
823
Lederer & Associates Investment Counsel
California
$620K
GC
824
Grimes & Company
Massachusetts
$619K
TA
825
TFB Advisors
Kansas
$618K